Remote Financial Advisor - High-Volume Clients & Growth

IDEX Consulting; Glasgow; Remote; GBP 40,000 - 60,000; Full time

Job summary

A national advisory firm is seeking a desk-based Financial Advisor to join their team. The role is primarily home-based with occasional visits to the Glasgow office. Responsibilities include establishing client contacts, preparing documentation, and ensuring compliance with Financial Conduct Authority guidelines. Candidates must hold a Financial Advisory level 4 qualification. This position offers excellent salary and uncapped bonus potential.

Qualifications

• Must have obtained a Financial Advisory level 4 qualification to be considered for the role.

Responsibilities

• Establish contact with clients to gather necessary information for advice.
• Complete all basic documentation for the advice thoroughly.
• Ensure suitability letter meets Financial Conduct Authority guidelines.
• Undertake relevant continuing professional development (CPD).

Skills

Financial Advisory level 4 qualification

Client relationship management

Documentation accuracy

Job description

A national advisory firm is seeking a desk-based Financial Advisor to join their team. The role is primarily home-based with occasional visits to the Glasgow office. Responsibilities include establishing client contacts, preparing documentation, and ensuring compliance with Financial Conduct Authority guidelines. Candidates must hold a Financial Advisory level 4 qualification. This position offers excellent salary and uncapped bonus potential.